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iShares MSCI EAFE Growth ETF
EFG

Overview Fund Activity

976 hedge funds and large institutions have $14.8B invested in iShares MSCI EAFE Growth ETF in 2024 Q4 according to their latest regulatory filings, with 141 funds opening new positions, 491 increasing their positions, 221 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
976
Holders Change
+68
Holders Change %
+7.49%
% of All Funds
12.99%
Holding in Top 10
79
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+1.28%
% of All Funds
1.05%
New
141
Increased
491
Reduced
221
Closed
51
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$520M
2
LPL Financial
LPL Financial
California
+$278M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$130M
4
DWM
Dynasty Wealth Management
Florida
+$78M
5
BlackRock
BlackRock
New York
+$75.3M

Top Sellers

1
Jones Financial Companies
Jones Financial Companies
Missouri
-$92.6M
2
Jane Street
Jane Street
New York
-$72M
3
CSPIA
Cary Street Partners Investment Advisory
Virginia
-$30.9M
4
Prudential Financial
Prudential Financial
New Jersey
-$20.6M
5
CIAS
CFS Investment Advisory Services
New Jersey
-$17M
Name Holding Trade Value Shares
Change 		Shares
Change %
LFA
576
LGT Financial Advisors
Texas
$694K +$128K +1,322 +23%
GM
577
GeoWealth Management
Illinois
$689K +$77.6K +801 +13%
TPWA
578
TRUE Private Wealth Advisors
Oregon
$682K -$856K -8,839 -56%
HWM
579
HRC Wealth Management
Idaho
$677K +$51.3K +530 +8%
SDWMA
580
Schneider Downs Wealth Management Advisors
Pennsylvania
$676K – – –
LFA
581
Legacy Financial Advisors
Kentucky
$673K +$673K +6,950 New
IAN
582
Integrated Advisors Network
Texas
$672K +$88.2K +911 +15%
LA
583
LexAurum Advisors
Kansas
$662K +$14.9K +154 +2%
MCA
584
MSH Capital Advisors
Arizona
$660K +$90K +929 +16%
LWA
585
Lantern Wealth Advisors
New York
$654K +$110K +1,136 +20%
UF
586
Univest Financial
Pennsylvania
$653K -$117K -1,204 -15%
SFG
587
Sage Financial Group
Pennsylvania
$645K -$20.8K -215 -3%
WWA
588
Wingate Wealth Advisors
Massachusetts
$645K +$645K +6,658 New
SIA
589
SGL Investment Advisors
Montana
$645K +$32.1K +311 +5%
BMCM
590
Bryn Mawr Capital Management
Pennsylvania
$644K -$33.7K -348 -5%
DCM
591
DGS Capital Management
New Jersey
$641K -$106K -1,096 -14%
BIM
592
Bridges Investment Management
Nebraska
$624K – – –
WT
593
Washington Trust
Rhode Island
$618K – – –
AA
594
Advisory Alpha
Michigan
$606K -$4.26K -44 -0.7%
FWA
595
FSC Wealth Advisors
New York
$606K +$158K +1,631 +35%
DC
596
Davenport & Co
Virginia
$601K +$99.5K +1,028 +20%
FWM
597
FLP Wealth Management
Arkansas
$599K +$599K +6,187 New
LCM
598
Leisure Capital Management
California
$595K +$170K +1,757 +40%
PCA
599
Pallas Capital Advisors
Massachusetts
$595K +$42.3K +437 +8%
JSL
600
JT Stratford LLC
Georgia
$594K +$72.8K +752 +14%
22 23
24
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